Book Image

The Salesforce CPQ Implementation Handbook

By : Madhu Ramanujan
Book Image

The Salesforce CPQ Implementation Handbook

By: Madhu Ramanujan

Overview of this book

Salesforce CPQ is innovative software that enables you create better quotes, improve quoting accuracy, and maximize sales and deals. It also provides a quick analysis of profits and losses, helping you improve the overall execution of sales processes, and allows a great deal of flexibility for your prospects, customers, and business partners. The book starts with the Quote-2-Cash business process in Salesforce and shows you how to assess when a business needs to implement CPQ. You’ll then progress to configuring opportunities, quotes, and CPQ products. As you advance, you’ll understand how to define and configure price books, price rules for CPQ quote automation, multidimensional quoting, and more. Next, you'll look at how to configure CPQ guided selling and create package configurations, contracts, and amendments. Later chapters will demonstrate how to perform data migration from a legacy system and the order in which the objects are to be migrated. You’ll also explore CPQ billing and its advantages with the help of different use cases before learning about Industries CPQ and how it is different from standard Salesforce CPQ. Finally, you’ll discover best practices for achieving optimal CPQ performance and avoiding performance bottlenecks. By the end of this Salesforce book, you’ll be able to implement Salesforce CPQ for any business.
Table of Contents (17 chapters)
1
Section 1: Getting Started with Salesforce CPQ Implementation
7
Section 2: The Next Stage of the CPQ Journey
11
Section 3: Advancing with Salesforce CPQ

Testing guided selling in QLE

In the previous section, we saw how guided selling can be configured. This can be applied to a specific quote or multiple quotes. Let's see how we can test this for a single quote. To apply the guided selling to a quote, input the ID of the Sample Guided Selling Quote process into the Quote Process ID field on the Quote object. If you have multiple guided selling quote processes, based on the business criteria, specific quotes can be updated with the corresponding quote process ID. Salesforce automations such as Flow or Apex can be used to automatically update the ID. In this example, let's update this manually. To do this, navigate to the quote process created in Figure 6.4, copy the Salesforce ID and update it in the quote process ID field.

To test the guided selling, navigate to Quote (for which we have updated the quote process ID)  Edit Lines Add Products. This will display the Guided Selling screen, as shown in the following...